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Innovator US Small Cap Power Buffer ETF January
KJAN

123 hedge funds and large institutions have $330M invested in Innovator US Small Cap Power Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

244% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 16

117% more capital invested

Capital invested by funds: $152M → $330M (+$178M)

43% more funds holding

Funds holding: 86 → 123 (+37)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10.13% less ownership

Funds ownership: 84.47% → 74.34% (-10%)

Holders
123
Holders Change
+37
Holders Change %
+43.02%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
55
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$41.3M
2
LC
Legacy CG
Texas
+$15.8M
3
SI
Stephens Inc
Arkansas
+$13M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.5M
5
PCS
Personal CFO Solutions
New Jersey
+$10.4M

Top Sellers

1
SAS
SMI Advisory Services
Indiana
-$16.7M
2
BIM
Bullseye Investment Management
Ohio
-$3.82M
3
SCA
Stuart Chaussee & Associates
California
-$1.32M
4
AWM
AE Wealth Management
Kansas
-$896K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$259K -$250K -7,288 -50%
BFG
102
Berger Financial Group
Minnesota
$248K +$33.9K +990 +16%
KWS
103
Keystone Wealth Services
California
$245K +$237K +6,930 New
WS
104
Wedbush Securities
California
$244K +$6.85K +200 +3%
CWM
105
Collaborative Wealth Management
Florida
$233K -$159K -4,629 -41%
AIA
106
Alera Investment Advisors
Illinois
$230K -$59.3K -1,731 -21%
1W
107
1776 Wealth
Georgia
$225K – – –
PA
108
PFG Advisors
Arizona
$211K +$205K +5,973 New
APW
109
Atlantic Private Wealth
North Carolina
$178K +$173K +5,038 New
AF
110
Allworth Financial
California
$175K +$128K +3,747 +312%
HI
111
Harbour Investments
Wisconsin
$125K +$28.2K +824 +30%
CIAS
112
Capital Investment Advisory Services
North Carolina
$119K +$35.1K +1,025 +44%
SPIA
113
Steward Partners Investment Advisory
New York
$92.1K +$50.8K +1,482 +132%
Morgan Stanley
114
Morgan Stanley
New York
$88.4K -$85.7K -2,500 -50%
EWA
115
EverSource Wealth Advisors
Alabama
$84.8K +$85.1K +2,484 New
TWP
116
TFO Wealth Partners
Ohio
$77.4K – – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$71K – – –
AIC
118
Archer Investment Corporation
Indiana
$70.7K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
US Bancorp
120
US Bancorp
Minnesota
$20.2K – – –
NS
121
NBC Securities
Alabama
$13K +$7.33K +214 +127%
WT
122
Whittier Trust
California
$7.07K – – –
JP Morgan Chase
123
JP Morgan Chase
New York
$92 -$127K -3,697 -59%
BIM
124
Bullseye Investment Management
Ohio
– -$3.82M -111,266 Closed
SCA
125
Stuart Chaussee & Associates
California
– -$1.32M -38,451 Closed
2 3 4
5
6

KJAN Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF January (KJAN) for Q1 2024, worth a combined $330M — up 117% from $152M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KJAN positions and 4 closed out — a net gain of 38 holders — while 55 added to existing stakes and 16 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $41.3M. The largest seller was SMI Advisory Services, cutting an estimated $16.7M.

  • 123 institutional investors held Innovator US Small Cap Power Buffer ETF January (KJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $330M of Innovator US Small Cap Power Buffer ETF January stock for Q1 2024, up 117% quarter-over-quarter.
  • 42 funds opened new Innovator US Small Cap Power Buffer ETF January positions in Q1 2024 and 4 closed out, a net change of +38 holders.
  • The largest Innovator US Small Cap Power Buffer ETF January buyer in Q1 2024 was Berkshire Money Management, an estimated $41.3M added.
  • The largest Innovator US Small Cap Power Buffer ETF January seller in Q1 2024 was SMI Advisory Services, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.